WiserAdvisor > Educational Planning
Credentials & Designations
- Certified College Planning Specialist (CCPS)
- Accredited Financial Counselor (AFC)
- Certified Divorce Planner (CDP)
- Certified Estate Advisor (CEA)
- Certified Financial Planner (CFP)
- Certified Retirement Financial Advisor (CRFA)
- Certified Trust & Financial Advisor (CTFA)
- Chartered Financial Analyst (CFA)
- Chartered Financial Consultant (ChFC)
- Registered Financial Consultant (RFC)
- Registered Financial Planner (RFP)
- Registered Financial Specialist (RFS) more.
Articles and Blog
Featured Articles on Education Planners
- Federal Education Loan Rates Are on the Rise. Could It Affect You?
- Coping with the Financial Aid Process
- Withdrawing College Funds
Saving for College
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Our firm was founded in 2002 to provide comprehensive fee-based wealth management services to corporate executives, professionals, business owners and individuals seeking financial investment advic......
Ethan specializes in helping soon-to-be retirees significantly strengthen their financial position through the use of innovative tax, planning, and investment strategies. To learn more visit our web ......
Piedmont Investments has developed a unique, robust philosophy that guides its investment strategies for the full benefit of its clients. In its innovative concept of the two hemispheres, Piedmont ......
David specializes in helping successful professionals review their current tax and investment situations to plan for retirement and help efficiently transfer their assets to their children, grandchild......
JPL Asset Management and Planning, LLC is an independent Registered Investment Advisory firm based in Wilmington, DE and serving clients throughout the United States. Thomas M. LaRocca CFP®, ChFC is ......
Michael Balakirsky MBA is the LPL Branch manager, independent Wealth Manager and financial Planner in Columbia, Maryland . Our job is to take anxiety out of your life thru holistic financial plannin......
Integrity, perseverance, and vision are the values that lead to success. As an Investment Advisory Representative for Trilogy Financial Services, Aaron Johnson uses these core values to provide the be......
At First Allied Securities we understand that your individual financial situation is unique and deserves an equally unique approach designed to help put you on track to reaching your financial goal......
Kyle L. Kranzley is a full service fee-based financial planner with LPL Financial. His highest priority is to create value and peace of mind for his clients by offering comprehensive wealth management......
We are Foundational Income Advisors. Our portfolios are the foundational support for all the investments of a client. The firm is now in its 18th year of providing investment advice to conservativ......
We believe that people should work with a financial advisor to reach their goals through multiple generations. These goals include retirement asset accumulation, portfolio income strategies, colleg......
Callahan Financial Planning is an Omaha-based, independent financial planning and investment management company providing a unique form of hourly service financial planning services without salespeopl......
At Meritage Wealth Advisory we help develop and implement customized plans to protect and grow your wealth so you can spend less time stressing and more time enjoying life. We know you’re busy and you......
Since 1963, Equity Planning Inc. has combined time- tested financial methods with innovative strategies. We counsel our clients in the three key areas of financial services—protection, savings, and ......
Are you a
Education Planner ?
- Minimum 5 years of Experience
- 5 Year clear FINRA/SEC record
- Must be Fee Based or Fee Only
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